Portfolio

Dividends that increase consistently over the long-term also have their pay-offs over shorter cycles.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.

The Labor Department’s fiduciary hearings featured more than 70 experts and about 40 hours of testimony. Here’s what you missed.

A "cautionary" note on the third day of hearings after DoL officials quiz industry attorney in the slippery task of trying to ascertain details of common commission sales.

"When you put this in the context of rule changes that have occurred since the financial crisis, this would rank at the top," notes James Allen, CEO of Hilliard Lyons.

"You're getting them through one of the worst things in their life, whether they wanted the divorce or not," says advisor Charles Day.

A limited domestic market and a weak native currency have spurred a number of Canadian mutual fund providers to look to the U.S. retail market for growth opportunities.

Most mutual fund managers spread their money across many securities to curb risk, while a handful eschew traditional diversification and load up on a few holdings, convinced the rewards outweigh the dangers.

As summer winds down, wealth managers, industry execs and others share their favorite titles authored by advisors. These 10 books cover a range of topics from succession planning and practice management, to investment advice and tips on smart retirement planning.

As summer winds down, wealth managers, industry execs and others share their favorite titles authored by advisors. These 10 books cover a range of topics from succession planning and practice management, to investment advice and tips on smart retirement planning.